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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,426 | $77,908-39.1% | $149,696-68.3% | $75,173-36.9% |
| Participation rate | 63.7% | 65.6%-1.8pp | 78.8%-15.0pp | 67.2%-3.5pp |
| Annual return | 5.39% | 31.73%-26.3pp | 134.46%-129.1pp | 160.72%-155.3pp |
| Employer contribution / active EE | $1,587 | $3,138-49.4% | $4,821-67.1% | $2,671-40.6% |
| Participant deferral / active EE | $2,147 | $3,411-37.1% | $5,682-62.2% | $4,126-48.0% |
| Admin fee / account holder | $1,817 | $5,950-69.5% | $13,212-86.2% | $5,651-67.8% |